Lead Wealth Strategist

4 days ago

Kolkata Surat Ahmedabad, India beBeeWealth Full time ₹ 8,00,000 - ₹ 12,00,000
Lead Wealth Strategist - PCG Advisory

We are seeking experienced and driven professionals to join our Private Client Group (PCG) Advisory team. In this role, you will be responsible for acquiring, managing, and advising Ultra High Net Worth (UHNI) and High Net Worth (HNI) clients.

Key Responsibilities:
  • Acquire and manage UHNI/HNI clients for the PCG, focusing on clients with a book size of ₹25 Lacs and above.
  • Advise UHNI/HNI clients on Equity, Derivatives, Currency, and Commodity Markets, actively generating revenue from these segments.
  • Cross-sell Third Party Products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), and Insurance.
  • Handle client queries and complaints efficiently, ensuring resolution within the stipulated Turnaround Time (TAT).
  • Apply deep market understanding and advanced strategies to effectively increase client book size and revenue.
  • Profile clients thoroughly by conducting in-depth reviews of their financial requirements, analyzing information, and recommending suitable portfolios.
  • Monitor and enhance the advising skills of Advisors through call tracking, weekly targets, meetings, and conference calls.
  • Coordinate effectively with Third Party Product Manufacturers and all relevant internal and external stakeholders to ensure seamless service delivery.
Candidate Profile:
  • Education: Graduate or Post-Graduate degree.
  • Product Knowledge:
  • Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segments.
  • Familiarity with Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and all related financial products.
  • Market Expertise: Should have an in-depth understanding of micro and macro-economic factors, with expertise in stock, sector, and overall market dynamics (both Global & Domestic).

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